Call us for a no-obligation consultation today.
Who We Are
We are located in beautiful Brevard County, Florida.
Since 1987, we have been providing clients with unbiased and independent advice in the areas of investments and insurance, as well as estate and retirement planning. We are not tied to any particular products or services; therefore we are free to recommend any type of investment or insurance. Because of this, our interests are the same as our clients.
Our goals are to:
- Provide you with superior financial strategies and customer service
- Conduct our business with integrity, diligence, full candor, and imagination
- Educate clients on the most current financial products and opportunities
Over the years, Mike has consulted with a wide variety of clients. He assists both pre-retirees and those in retirement, specializing in ages 55 and up, as well as extended families. His client’s careers span all walks of life, including business owners, doctors, attorneys, realtors, bankers, accountants, and employees of Fortune 500 companies.
Early in her career, Robin worked in a major public accounting firm, where she managed the bookkeeping staff. This exposed her to a huge variety of accounting and tax situations, concerning both individual and business tax returns. Immediately prior to joining our practice, she was the accountant for a large property and casualty insurance firm.
Currently, Robin splits her time between handling our client’s service issues and preparing all of our firm’s accounting needs.
Robin is an avid reader, golfer, and world traveler.
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Let’s get started planning for the retirement you deserve.